Miryana Trgo

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 08/2019
  Ameriprise Financial Services, Inc.
  San Diego, CA
• 02/2020 → Present
  Lpl Financial Llc
  La Mesa, CA
• 08/2019 → 03/2020
  Unemployed
  San Diego, CA

Previous Registrations

• 2016-06-24 → 2019-08-19
  Ameriprise Financial Services, Llc
  San Diego, CA

Other Businesses

1)03/04/2020 - Real Estate Rental - owner - inv rel - San Diego, CA - start: 2000 - 20 hr/mth

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-02-09
• S63 Uniform Securities Agent State Law Examination
  2016-06-16

Other Names

• Miryana Trgo
• Mirjana Trgo